Before you start
- Decide who will be the owner (billing, ownership, deleting the organisation) and at least one other admin as a backup.
- List who needs to build surveys (editors), analyse answers (analysts) and only view summaries (viewers). See Roles & permissions.
- Agree how long to keep responses after a survey closes (your data-retention policy).
1. Create the organisation
- Sign in (see Get started as an individual), then go to Dashboard → New organisation.
- Enter the organisation name and choose Create. You become its owner.
2. Choose its web address
Each organisation gets a dashboard at quibzy.com/your-org, visible only to its members. To change it, open Team & settings → Workspace settings → Web address and use 3–60 lowercase letters, numbers and hyphens. Changing it breaks old bookmarks.
3. Invite your team
- Open Team & settings → Invite a teammate.
- Enter their work email, choose a role and select Send invite. The invitation email is valid for 7 days.
- The invitee opens the link and signs in or signs up with that same email address. Invitations can’t be accepted from a different account.
- Pending invitations appear under the invite form. Use Revoke to cancel one.
4. Configure settings
| Setting | Where | Who | Notes |
|---|---|---|---|
| Name & web address | Workspace settings | Admin | Shown to members and on invitations |
| Data retention | Workspace settings → Delete responses after a survey closes (days) | Admin | Responses are permanently deleted that many days after a survey closes. Leave it empty to keep them until you delete them. |
| Plan & billing | Plan & usage | Owner | Business Starter, Growth or Scale. Pay by international card, or by wire transfer via “Request a call back” (proposal and invoice). See /pricing. |
| Logo & colour | Branding | Admin | Shown on your surveys (Starter and Pro) |
| Teams / WhatsApp | Integrations | Admin / editor | Create polls from chat; see Integrations & API |
| API keys & webhooks | API keys & webhooks | Admin | Connect your systems (Starter and Pro) |
5. Use the organisation dashboard
quibzy.com/your-org gives every member an overview: Responses per day for a chosen Period, the list of Surveys with response counts, the Team and Recent activity. Members only see surveys they’re allowed to see (see restricted surveys in Roles & permissions).
6. Verify onboarding in the activity log
Admins can confirm who was invited, who joined and with what role in Team & settings → Activity log. Set Category: Onboarding & team and select Download CSV for your records. Events include Invited a member, Joined (accepted invitation), Changed a member’s role, Removed a member and Transferred ownership. More in Audit & activity.
Changes & offboarding
- Change a role: pick a new role in the Members table (admins).
- Remove someone: Remove in the Members table. They lose access at once. Their API keys stop working too.
- Leave: Ownership & leaving → Leave organisation. Owners must transfer ownership first.
- Transfer ownership: the owner picks a member under Transfer ownership to, and the former owner becomes an admin.
- Delete the organisation: owner only. Type the name to confirm. All surveys, responses and files are permanently deleted. Export what you need and cancel any paid plan first.
Go-live checklist
- ☐ Owner and at least one backup admin, both with two-step verification on
- ☐ Web address set; team invited with least-privilege roles; all invitations accepted
- ☐ Data-retention period agreed and set
- ☐ Branding uploaded (paid plans); plan chosen
- ☐ Onboarding verified and exported from the activity log
- ☐ Questions? Email contact@quibzy.com